+3.8%
VCIT vs KEYS
+62.9%
-59.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | -1.4% | +16.7% | -18.1% | -2.0% |
| 30D | +0.8% | -17.8% | +18.6% | +1.5% |
| 3M | -1.7% | -14.2% | +12.4% | -1.3% |
| 6M | -2.1% | -15.9% | +13.8% | -1.6% |
| YTD | -2.0% | +49.7% | -51.8% | -4.5% |
| 1Y | -1.5% | +65.3% | -66.8% | -4.5% |
| 3Y | +19.0% | +144.9% | -125.9% | +11.6% |
| 5Y | +3.8% | +63.0% | -59.3% | -1.0% |
| All | +3.8% | +62.9% | -59.2% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KEYS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling